Keystone Financial Services (Nebraska)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Keystone Financial Services (Nebraska)’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.63M	Sell	146,045 -49	-0%	-$1.55K	2.78%	10
2026 Q1	$4.48M	Sell	146,094 -1,517	-1%	-$46K	3.01%	11
2025 Q4	$4.05M	Sell	147,611 -1,455	-1%	-$39.6K	2.76%	12
2025 Q3	$4.07M	Sell	149,066 -3,110	-2%	-$84.8K	2.85%	12
2025 Q2	$4.03M	Sell	152,176 -7,436	-5%	-$194K	3.06%	12
2025 Q1	$4.46M	Buy	159,612 +8,360	+6%	+$233K	3.78%	8
2024 Q4	$4.13M	Buy	+151,252	New	+$4.3M	3.79%	7

Other funds holding SCHD

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s SCHD Position: Q2 2026 in Review

Keystone Financial Services (Nebraska) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 0.03% in Q2 2026, selling an estimated $1.55K and leaving 146,045 shares worth $4.63M. The position accounts for 2.78% of the portfolio, ranked #10.

Keystone Financial Services (Nebraska) first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 1,118 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Keystone Financial Services (Nebraska) held 146,045 shares of Schwab US Dividend Equity ETF worth $4.63M as of Q2 2026.
Keystone Financial Services (Nebraska) sold 49 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $1.55K.
Schwab US Dividend Equity ETF made up 2.78% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #10 holding.
Keystone Financial Services (Nebraska) first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
1,118 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.